This template delivers an AI agent for Volksbanken and cooperative banks that supports customers with the most common banking requests: accounts, cards, loans, online banking and more. The template is already live at several cooperative banks, among others Evangelische Bank and Westerwaldbank, and can be adapted to your own bank in the no-code editor.
Highlights
Bank-specific processes:
Pre-configured topic areas for accounts, cards, loans and further banking requests.
Efficient customer support:
Common requests are answered directly in chat, taking load off the service center and branch.
Generative AI for free-text requests:
Alongside the guided topic areas, the agent also understands freely phrased questions.
Already live at cooperative banks:
Proven in production, among others at Evangelische Bank and Westerwaldbank.
Use cases (examples)
Questions about accounts, cards and loans
Online banking support and help with logging in
Updating personal data and service requests
Advice on saving and investing
Free-text requests beyond the pre-configured topics, handled by generative AI
What is included in the template?
Pre-configured topic areas: online banking, account/card/credit, service and personal data, saving and investing
Generative AI for free-text requests beyond the standard topics
Adjustable content and processes in the no-code editor
Compatibility with the accessible CMS by Atruvia
Get started in under 5 minutes
Install the template
Adjust the topic areas:
Tailor online banking, account/card/credit, service and saving topics to your bank.
Connect your systems:
Connect online banking systems via API client.
Test and publish:
Run through every topic area, then go live.
